Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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votes
1answer
302 views

What does merging duplicate Leads/Contacts/Account do at the record and related record level?

I am exploring the Duplicate Merge features in Salesforce Lightning Experience. I am wondering exactly what happens when you choose to merge records: Do the merge-from records get deleted? Do the ...
2
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1answer
28 views

Can Salesforce Duplicate Management compare across objects?

Is is possible for Salesforce Duplicate Management matching rules to compare across objects? This article talks about cross-object duplicate rules: https://focusonforce.com/configuration/native-...
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0answers
20 views

Mass Finding Duplicate Leads in Salesforce

Sales Rep has Uploaded leads into salesforce by adding them as campaign members. The leads under campaign members have many duplicates, can anyone suggest a method or a process to find out Mass ...
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0answers
20 views

Duplicate record not added to Database DuplicateRecordSet

We have activated the standard duplicate rules and matching rules for Account. Generally, they seem to work and the duplicate records get written into the tables DuplicateRecordSet and ...
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1answer
499 views

Duplicate Management when converting leads

I have created a duplicate matching rule for accounts and for contacts. When I create a new account or new contact, both matching rules will fire and highlight possible duplicates. When I convert a ...
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1answer
35 views

Pardot Sync Issue

Background: We had 2 Salesforce orgs and each org was connected to its corresponding Pardot Org. Recently, we merged the 2 Salesforce orgs. However, the pardot orgs were kept separate. So, now we have ...
2
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1answer
4k views

How to auto convert Leads (using trigger) into account, contact and opportunity

I want to write trigger which can automatically convert leads into account, contact and opportunity. What I have tried so far: trigger ConvertLead on Lead (after insert, after update,before ...
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0answers
19 views

How to avoid duplicate records adding to the list? [duplicate]

How to avoid duplicate records adding to the list? public List<WebinarAttendeesWrapper> getWrapAccounts() { List<Webinar_Attendees__c> ld = [select Id,Name,...
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1answer
372 views

Duplicate Contacts (email address) - Using Email-To-Case?

Are there any documents to help with the scenario below? Salesforce Org where there can be more than one Contact with the same email address (different Accounts) Our org [will have] five (or more) ...
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1answer
15 views

records deduplication and sharing after insert [closed]

Here is my question: Org's personal account is enabled. The account sharing setting is set to private, sales team members Sales A and Sales B can not access each others' account records. Sales A and ...
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3answers
446 views

Unable to remove duplicates from list

Set<Wall_Panel_Type__c> myset = new Set<Wall_Panel_Type__c>(); List<Wall_Panel_Type__c> result = new List<Wall_Panel_Type__c>(); for (Wall_Panel_Type__c s : WallPostConfig) { ...
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2answers
1k views

Duplicate rule not firing

I created a matching rule and duplicate rule to prevent 2 account records with same value on "Sample" field from being created. I created the matching rule as "Sample" exact match. But when I try to ...
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0answers
15 views

Email To Case with duplicate contacts (intentionally)

We have intentionally created duplicate contacts in Salesforce. Importantly these records have the same email address but the rest of the fields maybe slightly unique. For the sake of argument they ...
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3answers
2k views

Can anyone suggest a good Mass Duplicate Leads Merge Free tool?

what are the best Free tool for lead find duplicates and merge? Default lead merge only allows three records to merge. I need to merge more than one records We have figured out 1500+ leads which have ...
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2answers
48 views

Problems with testing the population of duplicate information from DuplicateRecordItem on Account record

I have created three fields on Account to store information on the duplicates in the system. Standard duplicate rules apply. The fields are: Duplikat__c: a checkbox ID_Doppelte_Datensaetze__c: Id ...
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1answer
275 views

findDuplicates throws exception if there are no active duplicate rules

I've noticed that theDatacloud.FindDuplicates.findDuplicates() method will not return gracefully if there are no active duplicate rules for the object. Instead, it throws an exception System....
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1answer
38 views

Does Marketing Cloud deduplicate subscribers before making an A/B split?

I am configuring my first A/B split test with an email. I know that during a single send to a data extension, normally, Marketing Cloud will dedupe the DE's contents on the email address. However, I'm ...
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1answer
472 views

Salesforce Duplicate Management - Importing Duplicates

I have Duplicate management implemented in our org. We do a fuzzy match on account names, but allow users to save if there is a possible duplicate. I have just imported a number of account, of which ...
1
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2answers
414 views

How to check if Visualforce page is already Open

I have a button in salesforce when clicked opens a visualforce page. And when the button is clicked twice it opens two windows of visualforce pages. I want the window to be opened only once. If the ...
1
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1answer
442 views

Email alert when duplicate occurred using Duplicate Management Tool

I have set up a duplicate rule with Report as active. What I need is when a duplicate occurred in the system for any sObject (in my case it is Account), it needs to send a email to a email address ( ...
1
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2answers
513 views

Duplication prevention logic need for trigger bulk insert?

I wrote a trigger to find the duplicate and add error in the trigger.Before insert context Set<string> appnameSet = new set<string>(); for(test1__c test : trigger.new) { appnameSet.add(...
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1answer
30 views

Upsert and DMLOption alternatives?

I have a fairly complex trigger that upserts accounts when records of a 2nd object are inserted or updated. We also have a duplicate rule in Account that is set to detect dupes but "Allow" if the ...
3
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1answer
954 views

Is the Potential Duplicate Standard Component also for Custom Objects on the roadmap?

I found that there is an Potential Duplicate Lightning Component (Standard) available for Lead, Accounts and Contacts. The components has also a merge process build in. This is very nice and important ...
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2answers
47 views

Apex trigger to stop duplicate records into SF if email already exists on a person account

I have an existing trigger which converts leads into peron accounts if the company name is blank. Trigger AutoConvert on Lead (after insert) { LeadStatus convertStatus = [ select ...
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1answer
570 views

Convert a Lead and associate it to an existing contact in Lightning

When converting a lead in Salesforce classic, after clicking 'Convert' I am given the chance to attach it to an existing contact (from a drop down) from possible duplicates. This step is missing ...
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2answers
522 views

DeDupe Existing Records

We have recently enabled Data.com Duplicate Management System to prevent duplicates from getting created for Leads, Contacts and Accounts. It works fine. But we also want to remove duplicates from the ...
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2answers
110 views

Duplicate Management in Lightning - Matching Rules vs Duplicate Rules

In Salesforce Classic experience, we can manually search for duplicate records and pick and choose which ones we want to merge. In Lightning, however, this is not possible, and only records identified ...
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2answers
56 views

How to set Email Address as Primary Key on a Salesforce Campaign Entry Source Data Extension

I've created a journey using the Salesforce Campaign entry source. The entry source will enter records from 3 different SF campaigns. There's a possibility there will be duplicate emails in each ...
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1answer
895 views

Accessing a Duplicate Rule's Matching rules via Apex

I'm trying to access the matching rules associated to a Duplicate rule via code. Through the UI, it's easy enough to create a Duplicate Rule then add Matching rules to it. So I know there has to be a ...
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0answers
51 views

SOAP DuplicateRuleHeader allowSave Duplicate Request Body

After researching, it appears that the SalesForce REST API unfortunately doesn't have an equivalent allowSave option for overriding duplicates that the SOAP API has. I'm writing a Python client that ...
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1answer
53 views

Avoid Duplicates name [closed]

Here how can avoid duplicate lastname trigger ContactNamesOnAccount on Contact (after update, after insert) { Set<id> accIdList = new Set<id>(); for(Contact con : Trigger.new){ ...
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1answer
72 views

Updating Accounts shows: duplicate value found: <unknown> duplicates value on record with id: <unknown>

I am Trying to update one Field in Account using postman but it's not letting me update it. I also Turned off history tracking for an Account. I have given full access to my app in Salesforce.  eg  ...
2
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0answers
108 views

SFDX Disable duplication rules in scratch org

Stage: We have a legacy codebase from another outsourcer. We're adopting it for SFDX now. Several tests are now failing because they generate duplicate Contacts. We'd like to avoid rewriting those ...
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2answers
70 views

Remove a duplicate Contact from all Journeys in Marketing Cloud

In Marketing Cloud, we had a duplicate contact (some with several email addresses) enter several journeys. I have deduped the Contact in Salesforce (which was in a Data Extension in Marketing Cloud), ...
1
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1answer
225 views

Find original record in duplicate result: Datacloud.DuplicateResult

I'm writing some code to search for duplicates for a list of contacts. I need to be able to map the duplicates to the corresponding original/master contact. I haven't been able to find any ...
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0answers
14 views

B2C Contacts Mapping to proper Business Accounts

We are working for a new proposal and basically it deals with education services, we have Accounts(universities/departments) and contacts(professors with university mail id). For cases when a ...
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0answers
35 views

Lead and Contact Duplicate Rules Updated?

We noticed some unit tests failures in our sandbox environments, and they seem related to duplicate matching rules. We haven't updated the standard rules, but was wondering if Salesforce pushed an ...
1
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0answers
35 views

Why exact match doesn't work for Phone field in Matching Rule

I have created a matching rule and a Duplicate Rule that should block a user from creating duplicates. ((Lead: FirstNameEXACTMatchBlank = FALSE) AND (Lead: LastNameEXACTMatchBlank = FALSE) AND (Lead:...
9
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6answers
13k views

Why does upsert cause a DUPLICATE_VALUE error?

I have a custom object, with a Text Name (ID) field. When I upsert two records with identical Name/ID, but otherwise different values, in two separate upsert statement, one record results, as expected....
0
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1answer
34 views

When does duplicate rule job run?

We had a duplicate rule setup but it looks like it wasnt set up correctly and there were a lot of duplicate record sets created. we have corrected the issue with the Duplicate rule setup . We ended ...
0
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0answers
78 views

Best practices for importing leads and contacts from trade shows

I'm the new manager of a mid-size Salesforce org for a company that has some presence at industry tradeshows. At the end of each show, there's always a list of leads to be imported into a campaign. ...
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2answers
41 views

Archive Accounts [closed]

What is the best way to archive accounts, after we have identified them as obsolete. ? I want to automate the process of archiving the obsolete accounts. These accounts become obsolete under two ...
3
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1answer
96 views

ParentId field on DuplicateRecordSet seems to be not visible

I was trying to create a Process (using Process Builder) to update a Duplicated Lead with it respective "Parent Lead", through a custom field "ParentLead__c". But on when I was navigating from ...
0
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1answer
146 views

How to perform mass merge for duplicated records in a custom object?

I have a custom object A and a custom object B. Custom object A is the parent object. Custom object B is the child object. The relationship between custom object A and custo object B is a master-...
1
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1answer
227 views

Datacloud.FindDuplicatesResult: not finding any duplicates when they are

I am stuck when trying to look for a duplicate contact, I am using Datacloud.FindDuplicatesResult, however the system is not getting any duplicate so when it tries to save the record I get an: ...
4
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2answers
4k views

Meaning of Error : Maximum number of duplicate updates in one batch (12 allowed)

Lately I have came across an Error as given below. Maximum number of duplicate updates in one batch (12 allowed). Attempt to update Id more than once in this Api call I was able to solve the issue ...
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2answers
44 views

Process New Duplicate Rule on All Records

I created a new duplicate and matching rule for Accounts based on Shipping Address so that I can generate a custom duplicate account report. I have the report created but it appears empty and I ...
0
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1answer
35 views

Filter Duplicate Record Items by Duplicate Rule

I have setup a "Duplicate Accounts" report following the Salesforce documentation provided but I then realized this is based on a rule that matches on Billing Address. What I need is a duplicate ...
1
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1answer
24 views

Duplicate Rules: “The XXX field is invalid for this field mapping” - during deployment

During a deploy from source control to an org, I get this error: Contact.Standard_Rule_for_Contacts_with_Duplicate_Leads Duplicate Rule The Phone field is invalid for this field mapping. What would ...
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2answers
98 views

trigger to Preventing the users to create Duplicate Accounts im getting Variable does not exist: Name error

trigger AccountDuplicateTrigger on Account (before insert) { for(Account a:Trigger.new) { List<Account> acc=[Select id from Account where Name='a.Name' and Rating='a.Rating']; if(acc.size()&...